Financial Planning

“What if my future is about more than just finances?”

A financial plan offers you freedom, security, legacy and a foundation on which to build the future you want. That’s why you need a team who not only understands your ambitions but can be trusted with them too. 

At Mazars, we pride ourselves on the strong relationships we will build with our clients. These relationships enable us to build financial plans that evolve in step with needs. 

Whether you are just starting on your financial journey, looking to invest for the future or planning your retirement, we aim to guide you to the point where you can enjoy life, happy in the knowledge that you have a structured, tax-efficient financial plan in place.

Each of our services is tailored to your needs both in the short and long term. Whether you require advice on pension planning (including pension transfers), managing your Lifetime Allowance risk, personal cash flow planning, inheritance tax planning or later life planning, our advisers are here to support you.

How we can help

Our teams

Our award-winning team is expert, personable and highly qualified. The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals.

Their skills and expertise are consistently endorsed by client feedback. On VouchedFor, the UK’s leading review site for financial advisors, their average combined score is 4.8 out of 5.

You can view all of our reviews here

For the last four years, we have been named as one of the top 10 Financial Planning firms by the FT Adviser and have been awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year for the third year. We have also held the Gold Standard Award for Independent Financial Advice for the tenth year.

We created a specific category for national businesses that go above and beyond for their clients and the community. In previous years, Mazars Financial Planning has repeatedly won the London regional award for its work, so it was no surprise to see it top of the rankings for this new category.

Citywire Citywire New Model Advisor Award

Get in Touch

If you would like to know more about how we can help you manage, plan or invest for your future, please get in touch.

Contact us today

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Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us:

In writing: The Compliance Officer, Mazars Financial Planning Limited, 2 Chamberlain Square, Birmingham, B3 3AX
By Phone: 0121 232 9500
By E-mail: mfp.compliance@mazars.co.uk

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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MFP Pillar 3 disclosures and policy
MFP Pillar 3 disclosures and policy